Podcast Episodes

Why a Joint Bank Account with Your Kid Could Backfire

Thinking of adding your child to your bank account? Think again. In this short episode, I explain why joint accounts with kids can expose your money …

1 year ago

Parents Refusing an Estate Plan? Here's What to Tell Them

If your parents won't set up a living trust, this quick episode gives you the one thing that might change their minds: the reality of probate. It's e…

1 year ago

"Just Keep Paying the Mortgage" Is a Terrible Inheritance Plan

Thinking about quietly taking over your parents' mortgage without telling the bank they passed away? Yikes. That's not just risky—it could be mortgag…

1 year ago

Inheriting a Home with a Mortgage—Now What?

So you've inherited a home—but it still has a mortgage. What happens next? In this episode, I explain what it means to inherit property with an exist…

1 year ago

Who's the Client? Navigating Estate Planning with Aging Parents

📍 California residents can schedule a free strategy session at www.ocestateplanlawyer.com

When setting up an estate plan for elderly parents, it's co…

1 year ago

The "Downsides" of a Living Trust (Spoiler: There Aren't Many)

What are the downsides to setting up a living trust? Honestly—not much. Aside from the upfront cost, a revocable living trust is, in my opinion, the …

1 year ago

Why Your Life Insurance Should Pay Into a Living Trust

Why naming your living trust—not an individual—as the beneficiary of your life insurance policy can be a game-changer. It's one of the smartest estat…

1 year, 1 month ago

Estate Planning Isn't a Bargain Bin Decision

Thinking about hiring the cheapest estate planning lawyer you can find? In this episode, I explain why that might be a costly mistake. A "great and c…

1 year, 1 month ago

Episode Title: Trusts Aren't Just for the Rich—They're for the Responsible

Just because someone inherits from a trust doesn't mean they get a giant check the moment you're gone. In this episode, I dive into how you can use a…

1 year, 1 month ago

The Two Estate Planning Documents Everyone Needs—No Matter What

In this episode, I break down the two essential documents every adult should have in place before they pass away: a financial power of attorney and a…

1 year, 1 month ago